WESPAC Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,496
| Closed | -$296K | – | 146 |
|
|
2024
Q1 | $296K | Sell |
1,496
-632
| -30% | -$125K | 0.17% | 139 |
|
|
2023
Q4 | $459K | Sell |
2,128
-16
| -0.7% | -$3.45K | 0.32% | 98 |
|
|
2023
Q3 | $353K | Buy |
2,144
+612
| +40% | +$101K | 0.26% | 100 |
|
|
2023
Q2 | $297K | Hold |
1,532
| – | – | 0.24% | 98 |
|
|
2023
Q1 | $313K | Buy |
+1,532
| New | +$313K | 0.29% | 87 |
|